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TCW Flexible Income ETF (FLXR) Institutional Ownership

$37.84 +0.04 (+0.09%)
Closing price 03:59 PM Eastern
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$37.84 0.00 (0.00%)
As of 07:31 PM Eastern
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Institutional Ownership Changes (13F Filings) for TCW Flexible Income ETF (NYSE:FLXR)

Number of
Institutional Buyers
(last 12 months)
119
Total
Institutional Inflows
(last 12 months)
$865.16M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$80.62M
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FLXR Institutional Buying and Selling by Quarter

TCW Flexible Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/13/2026Fagan Associates Inc.373,404$14.16M1.6%+2.3%0.390%
10/13/2026JGP Wealth Management LLC247,974$9.41M0.8%N/A0.259%
10/9/2026Breakwater Capital Group225,392$8.55M1.0%+2,591.9%0.236%
9/23/2026Envestnet Portfolio Solutions Inc.110,888$4.35M0.0%+13.0%0.117%
9/23/2026Envestnet Asset Management Inc.2,158,257$84.63M0.0%+41.0%2.272%
9/9/2026Lunt Capital Management Inc.117,344$4.60M1.7%-2.5%0.131%
9/9/2026IFP Advisors Inc3,205$126K0.0%+35.6%0.004%
9/9/2026Baird Financial Group Inc.243,521$9.55M0.0%+4.3%0.272%
8/23/2026Ameritas Advisory Services LLC6,962$273K0.0%N/A0.008%
8/23/2026Morling Financial Advisors LLC819,626$32.14M8.9%+3.3%0.915%
8/21/2026Beacon Financial Advisory LLC294,114$11.53M2.3%+3.5%0.329%
8/13/2026Capital Square LLC46,078$1.80M0.8%N/A0.051%
7/10/2026Spinnaker Investment Group LLC52,581$2.06M0.3%+272.0%0.061%
7/9/2026Breakwater Capital Group8,373$328K0.0%N/A0.010%
7/8/2026Cooper Financial Group8,667$340K0.0%-5.4%0.010%
7/7/2026Dynamic Advisor Solutions LLC13,334$523K0.0%+16.0%0.016%
7/7/2026CoreCap Advisors LLC952$37K0.0%N/A0.001%
6/9/2026Contango Wealth Management LLC14,977$588K0.7%-86.1%0.020%
5/19/2026Bank of America Corp DE6,207,962$243.79M0.0%+29.4%8.119%
5/19/2026Arkadios Wealth Advisors14,733$579K0.0%-2.8%0.019%
5/18/2026Royal Bank of Canada678,313$26.64M0.0%+3.5%0.887%
5/16/2026Family Manage LLC789,776$31.02M3.7%+100.8%1.033%
5/14/2026Liberty One Investment Management LLC70,997$2.79M0.3%+45.0%0.093%
5/13/2026Cetera Investment Advisers66,224$2.60M0.0%-13.0%0.087%
5/13/2026Wealthspire Retirement LLC536,243$21.06M1.3%N/A0.701%
5/8/2026Madison Asset Management LLC426,822$16.76M0.2%+71.0%0.558%
5/7/2026True North Advisors LLC508,913$19.99M2.3%+42.4%0.666%
5/7/2026White & Co Financial Planning Inc259,554$10.19M7.2%+12.2%0.339%
5/6/2026Frontier Asset Management LLC48,612$1.91M0.4%-9.6%0.064%
5/6/2026Morling Financial Advisors LLC793,655$31.17M9.6%+7.5%1.038%
5/5/2026D.A. Davidson & CO.72,585$2.85M0.0%+6.6%0.095%
5/4/2026Beckerman Institutional LLC138,179$5.43M2.9%+9.5%0.181%
5/4/2026Retirement Planning Group LLC29,956$1.18M0.0%N/A0.039%
5/2/2026CAP Partners LLC22,009$864K0.5%+2.3%0.029%
5/1/2026Fifth Third Bancorp9,324$366K0.0%N/A0.012%
4/29/2026Axxcess Wealth Management LLC105,901$4.16M0.1%+1.5%0.140%
4/28/2026Peak Financial Management Inc.279,656$10.98M2.8%+21.1%0.373%
4/28/2026Beacon Financial Advisory LLC284,209$11.16M2.5%+9.4%0.379%
4/27/2026Leelyn Smith LLC791,161$31.07M4.4%+7.3%1.055%
4/27/2026World Investment Advisors8,545$336K0.0%+23.8%0.011%
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4/25/2026KPP Advisory Services LLC114,093$4.48M0.7%+90.7%0.152%
4/24/2026Bellevue Asset Management LLC115,401$4.53M2.3%+0.8%0.154%
4/24/2026Barnes Pettey Financial Advisors LLC17,993$707K0.3%+169.1%0.024%
4/24/2026DeLarme Wealth Management Inc.23,280$914K0.6%+3.9%0.031%
4/24/2026First Pacific Financial2,285,970$89.77M11.6%+5.1%3.049%
4/23/2026Etesian Wealth Advisors Inc.149,515$5.87M1.9%+45.1%0.199%
4/23/2026Peak Financial Advisors LLC635,012$24.94M11.0%-1.1%0.847%
4/23/2026Apollon Financial LLC29,760$1.17M0.2%-2.9%0.040%
4/23/2026Pasadena Private Wealth LLC316,105$12.41M1.7%-10.9%0.422%
4/22/2026Janney Montgomery Scott LLC1,377,532$54.10M0.1%+12.8%1.847%
4/22/2026Onyx Bridge Wealth Group LLC388,997$15.28M1.6%+17.7%0.522%
4/21/2026Maridea Wealth Management LLC114,040$4.48M0.7%+17.1%0.153%
4/20/2026Kestra Private Wealth Services LLC34,948$1.37M0.0%+121.2%0.047%
4/20/2026Keudell Morrison Wealth Management1,100,368$43.21M8.8%-7.1%1.475%
4/18/2026Weaver Capital Management LLC507,700$19.94M4.3%-0.6%0.682%
4/18/2026Nautilus Advisors LLC8,757$344K0.2%-27.8%0.012%
4/16/2026Kavar Capital Partners Group LLC20,153$791K0.1%N/A0.027%
3/13/2026World Investment Advisors6,901$273K0.0%N/A0.011%
2/19/2026Axxcess Wealth Management LLC104,291$4.13M0.0%+5.3%0.159%
2/18/2026Onyx Bridge Wealth Group LLC330,423$13.09M1.4%+36.4%0.503%
2/17/2026Cetera Investment Advisers76,156$3.02M0.0%-8.9%0.116%
2/17/2026Equitable Holdings Inc.86,530$3.43M0.0%+97.6%0.132%
2/17/2026Osaic Holdings Inc.110,238$4.37M0.0%-35.4%0.168%
2/17/2026Advisory Services Network LLC17,987$712K0.0%-17.5%0.027%
2/17/2026Captrust Financial Advisors5,169,200$204.70M0.4%+7.9%7.873%
2/17/2026&PARTNERS111,953$4.43M0.0%+61.3%0.171%
2/17/2026Royal Bank of Canada655,133$25.94M0.0%+40.1%0.998%
2/17/2026Rothschild Wealth LLC238,726$9.45M0.9%N/A0.364%
2/17/2026Beacon Financial Advisory LLC259,835$10.29M2.4%N/A0.396%
2/16/2026MML Investors Services LLC116,116$4.60M0.0%+40.1%0.177%
2/16/2026Mariner LLC87,631$3.47M0.0%+41.5%0.133%
2/16/2026Arax Advisory Partners173,381$6.87M0.2%N/A0.264%
2/16/2026Blue Jean Financial LLC34,030$1.35M1.1%N/A0.052%
2/13/2026Kestra Advisory Services LLC1,543$61K0.0%N/A0.002%
2/13/2026Liberty One Investment Management LLC48,947$1.94M0.2%N/A0.075%
2/13/2026Stifel Financial Corp1,019,664$40.38M0.0%+11.3%1.553%
2/13/2026Morgan Stanley2,209,223$87.49M0.0%+416.0%3.365%
2/13/2026OpenArc Corporate Advisory LLC5,218$207K0.0%N/A0.008%
2/13/2026Ausdal Financial Partners Inc.251,583$9.96M0.5%+2.9%0.383%
2/13/2026Wells Fargo & Company MN810,120$32.08M0.0%N/A1.234%
2/12/2026Commonwealth Equity Services LLC76,654$3.04M0.0%+21.9%0.117%
2/12/2026Steward Partners Investment Advisory LLC168,404$6.67M0.0%+21.2%0.256%
2/12/2026Principal Securities Inc.38,662$1.53M0.0%+25.2%0.059%
2/11/2026Janney Montgomery Scott LLC1,221,187$48.36M0.1%+21.7%1.860%
2/11/2026LPL Financial LLC2,498,998$98.96M0.0%+13.8%3.806%
2/11/2026Francis Financial Inc.926,037$36.67M7.2%+11.0%1.410%
2/11/2026Etesian Wealth Advisors Inc.103,037$4.08M1.3%+47.9%0.157%
2/11/2026Spectrum Wealth Advisory Group LLC377,660$14.96M5.5%+2,124.3%0.575%
2/10/2026Tidemark LLC420,017$16.63M4.7%+11.6%0.640%
2/10/2026Tandem Financial LLC41,234$1.60M1.5%-28.3%0.063%
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2/10/2026COFG Advisors LLC12,013$476K0.1%N/A0.018%
2/10/2026Rothschild Wealth LLC238,726$9.45M1.1%N/A0.364%
2/10/2026Pasadena Private Wealth LLC354,615$14.04M1.9%+4.8%0.540%
2/10/2026Northwestern Mutual Wealth Management Co.330,908$13.10M0.0%+50.8%0.504%
2/10/2026Beckerman Institutional LLC126,218$5.00M2.8%+6.8%0.192%
2/9/2026Cary Street Partners Investment Advisory LLC59,332$2.35M0.6%+884.3%0.090%
2/9/2026Cary Street Partners Financial LLC1,471,817$58.28M1.4%+3.5%2.242%
2/9/2026Diversified Portfolios Inc.31,148$1.23M0.1%+341.8%0.047%
2/9/2026Prospera Financial Services Inc8,375$332K0.0%N/A0.013%
2/9/2026Darden Wealth Group Inc6,500$257K0.1%+26.2%0.010%


FLXR Institutional Ownership - Frequently Asked Questions

During the previous two years, 150 institutional investors and hedge funds held shares of TCW Flexible Income ETF. The most heavily invested institutionals were Bank of America Corp DE ($243.79M), Captrust Financial Advisors ($204.70M), UBS Group AG ($114.74M), LPL Financial LLC ($98.96M), First Pacific Financial ($89.77M), Morgan Stanley ($87.49M), and Envestnet Asset Management Inc. ($84.63M).Learn more on TCW Flexible Income ETF's institutional investors.

Of the 147 institutional investors that purchased TCW Flexible Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of America Corp DE ($4.20M), First Pacific Financial ($2.29M), Morgan Stanley ($1.78M), UBS Group AG ($1.72M), Envestnet Asset Management Inc. ($1.57M), Captrust Financial Advisors ($1.54M), and Cary Street Partners Financial LLC ($1.47M).

Institutional investors have bought a total of 21,868,200 shares in the last 24 months. This purchase volume represents approximately $865.16M in transactions.

Of the 33 institutional investors that sold TCW Flexible Income ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: M&T Bank Corp ($1.28M), Brookwood Investment Group LLC ($210.54K), BlueStem Wealth Partners LLC ($115.45K), Contango Wealth Management LLC ($92.88K), Keudell Morrison Wealth Management ($84.62K), Osaic Holdings Inc. ($60.33K), and Pasadena Private Wealth LLC ($38.51K).

Institutional investors have sold a total of 2,037,533 shares in the last 24 months. This volume of shares sold represents approximately $80.62M in transactions.


Related Companies

Institutional ownership data for NYSE:FLXR is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/13/2026. New 13F filings are added each quarter as they're published.
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